Chris Temple joins me for a discussion on the phase-one trade deal and what it means for markets, sentiment, and the possibility of a phase-two deal in the future. We focus a lot on markets and the other factors continuing to dive the indexes higher.
Peter Hanks, Analyst at DailyFX joins me to share his thoughts on the crazy start to 2020 for US markets, the US dollar, and gold. We discuss the major drivers, outside of the geopolitical issues, and how such aspects like the Fed and trade will remain key throughout 2020.
Chris Temple joins me to wrap up the markets today with comments on the jobs data that disappointing and what could happen on the trade front at next week’s meeting/signing. The markets sold off into the close but in no way have traders rushing for the exits.
Jeff Small, President of Arbor Financial joins me to share his thoughts on major themes that will dominate markets in 2020. We start with the US/China trade war then move to the balance between US market performance vs international markets. Finally touching on how politics with the US election will move markets.
Marc Chandler wraps up the daily editorials this week by recapping the news of the week connected to financial markets. From the Fed meeting to the UK election to trade comments they all were very bullish for equity markets. However we did not see an overly strong move high by US stocks. Although up this week it goes to show that a lot of this good news was priced in. We also look ahead to 4 central bank meetings next week.
Chris Temple joins me to recap the news overnight of a possible signing of the Phase 1 trade deal and push back of the December 15th tariffs. Depending on what headlines you read you might have thought that a deal was signed. However no deal has been signed and markets are all over the place. We also touch on the UK election which make a Brexit much more likely in the near term.
Chris Temple wraps up today with a recap of the Fed statement, Powell’s press conference, and the trade focused tweets from the President today. While it seems like nothing can stop the run higher in US markets it is important to note what some of the other markets are doing heading into 2020. We also comment on inflation because that is dominating headlines ever since the Fed meeting yesterday.
Joel Elconin joins me today with a quick comment on what could happen to finally make US markets go through a meaningful sell off. We also discuss the possibility of inflation finally picking up next year. A couple other sectors that are catching Joel’s eye is oil and financials. These are moving for different reasons but the oil price moves are a but suspicious.
Jack Roberts, Options Specialist at Simpler Trading joins me to explain why he is saying “it’s hard to be long the markets”. This is more a short term comment but there are factors that can make this along term trade strategy. He also shares why he like financials and pharmaceuticals as undervalued sectors.
Chris Temple joins me today to look ahead to the key news events of the week. We start with the Fed meeting and our thoughts on what could be said about the repo market. Next up is the vote in the UK and how Brexit could move forward and impact markets. Finally the potential tariffs on December 15th are making this upcoming Sunday very important!